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Licensed P&C Insurance Agent

4 months ago

San Francisco, United States Pawlicy Advisor Full time
Job DescriptionJob DescriptionIs this You?

Are you a great listener and problem-solver; tech-savvy and a licensed Property/Casualty insurance agent who loves helping people and their pets? Then we want to hear from you


About This Role

We’re seeking a licensed P&C Insurance Agent, preferably with pet insurance experience, to join our team and help our customers easily purchase the right pet insurance product. You will manage customer relationships, facilitate quoting, education, and purchasing, while also fielding in-bound customer requests and supporting Product. You will be required to work with a variety of different technologies and develop a deep understanding of pet insurance.

This job is perfect for someone who wants to hit the ground running in their insurance career with a high-exposure role at an up-and-coming insurtech company.

*Although we are currently remote, we intend to establish offices in San Francisco. This position will start as remote with the understanding that it will transition to hybrid, with required presence 2 days’ per week in the San Francisco office. In the meantime we actively use WeWork offices on a part-time basis.

At this time we will only consider applicants in the San Francisco Bay area.

Who You Are
  • You’re a great listener who communicates quickly and effectively over phone, chat, and email
  • You’re friendly and have a positive attitude
  • You’re empathetic, patient, and resilient
  • You are interested in developing in your P&C insurance career
  • You’re analytical; constantly searching for process improvement opportunities
  • You thrive on operating independently in a remote environment
  • You have proven experience in problem solving: you provide great experiences while de-escalating sensitive conversations
  • You’re a quick learner who has the ability to work with new technologies
  • You like to ask frequent questions when onboarding to a new role
  • You love helping people and pets

What You Will Do
  • Respond to all in-bound calls, emails, website chat and text messages from pet owners who have questions about pet insurance (~ 50% of time spent)
  • Act as a primary customer insurance agent contact during normal business hours
  • Help pet owners generate insurance quotes and purchase policies by discussing coverage and answering pet insurance questions
  • Share knowledge of both pet insurance and pet insurance alternatives to those with pets who may not qualify for certain insurance policies
  • Assist users in navigating Pawlicy Advisor’s website
  • Answer in-bound insurance questions from veterinary professionals and assist with veterinary needs
  • Maintain thorough knowledge of insurance practices and pet insurance information in a constantly changing environment
  • Be part of a successful licensed agent division at the company

About the Company

We believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible.

Pawlicy Advisor is a fast-growing, fully-remote, venture-backed startup focused on helping pet owners around the country find the right health products for their pets, starting with pet health insurance. Pet insurance’s popularity is growing rapidly as pet owners seek protection from the high cost of veterinary care. Our pet insurance marketplace takes into account a pet’s breed-specific health risks to help people find the right policy for their pet. We also save pet owners money by analyzing pricing differences and premium increases over the lifetime of an animal.

We market to pet parents through a number of channels, but the partners we value the most are veterinarians. Vets love pet insurance because it increases that chance a pet parent will be able to afford the cost of treatment, but vets don’t know what providers to recommend and don’t want the liability associated with recommending a specific brand. Pawlicy Advisor helps thousands of vet offices across the US by simplifying the treatment financing conversation.

Where is the Pawlicy Advisor team located?

Pawlicy is headquartered in NYC and currently the majority of the team operates remotely with a few focused work places around the country such as San Francisco and NYC. We meet up for company offsites on a regular basis where we fly the whole team out to a fun destination and spend a few days team building. Our last few involved paddle boarding, ropes courses, horse riding, and some early morning yoga. We can’t wait for the next one